-84.1%
WWR price history and return analytics
+66.8%
-150.8%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.5% | +5.9% | +6.0% |
| 7D | +1.7% | +1.0% | +0.7% | +0.3% |
| 30D | -23.4% | -0.2% | -23.1% | -23.1% |
| 3M | +11.3% | +4.5% | +6.8% | +6.5% |
| 6M | -26.3% | +14.1% | -40.3% | -35.9% |
| YTD | -21.3% | +14.8% | -36.1% | -31.7% |
| 1Y | -18.1% | +21.2% | -39.2% | -32.9% |
| 3Y | -19.2% | +76.6% | -95.7% | -58.8% |
| All | -84.1% | +66.8% | -150.8% | -89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling